government could fall. >> the "b" word, berlusconi, incredible. see you later. if you're just joining us here is what you missed earlier this morning. >> welcome to hour three of "squawk on the street." here is what's happening so far. >> a sound fiscal position is necessary to protect the economy. >> okay. >> if we don't do that, as this economy recovers, that recovery is going to be aborted and that's going to do damage. >> 370,000, a drop of 25,000, because the 393 originally released last week was upgraded a couple of thousand. >> people are truly perplexed about what the stock is, where it got to, what do you do with it. >> so you can come up with a million reasons. it's manufacturing, well, maybe it is manufacturing, but is there really a demand question about apple's products? [ bell ringing ] >> there is a scenario says and some people believe in it, go over the cliff and if about two, three days we'll have it settled. . look if we knew that was going to happen i'd say go over the cliff. two or three days is not going to do any harm. suppose it's two or three weeks, suppose it's two o